CPAAutomation.ai
Automated document extraction and analysis designed for CPAs
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About
CPAAutomation.ai is an AI platform tailored for accounting, finance, and legal professionals to automate document-heavy workflows. It extracts, validates, and routes information from complex financial documents, drafts professional reports, and integrates with existing tools like Xero, NetSuite, and Google Drive. The platform emphasizes privacy, keeping data on US-based infrastructure without using customer data for model training.
Key Features
- Universal Document Analysis for extracting data from financial statements and invoices
- AI-assisted writing and drafting tools for professional reports
- Integrations with accounting software (Xero, NetSuite), cloud storage (Google Drive, Dropbox), and communication tools (Slack, Outlook)
- Privacy-first design with encryption and no customer-data training
- Custom workflow building for specific firm requirements
What Makes It Different
Unlike general automation tools, CPAAutomation.ai is built specifically for the standards, evidence, and review cycles of professional services, offering domain-native templates for accounting and legal tasks.
Pricing
See website for pricing
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